M&T Bank
Financial Services
RelationshipBanker
“Relationship Banker at M&T Bank. Skills: Sales, Customer service, Relationship management. Identify customer needs. Provide basic sales solutions”
What You'll Achieve.
Meet sales goals; Meet activity requirements; Grow branch business; Manage preventable losses; Reduce fraudulent activity
Industry & Context.
Stand for long periods, Prolonged use of hands, Lift 5-30 lbs, Read fine print, Face-to-face interaction
What They're Looking For.
Must Have
2 years retail sales experience, 1 year proactive sales experience, Federal SAFE Act registration
Nice to Have
Associates degree, Notary public license, Bilingual based on branch needs
What You'll Do.
Identify customer needs
Provide basic sales solutions
Conduct customer outreach
Conduct sales interactions
Assess customer profiles
Add value to relationships
Transition to needs-based discussion
Identify financial needs
Present product options
Work with business partners
Follow up with clients
Educate clients on products
Onboard new customers
Establish trust with clients
Schedule appointments
Prepare for appointments
Perform customer servicing
Adhere to compliance controls
Maintain internal control standards
Complete related duties
Meet registration requirements
How You'll Work.
Team & Collaboration
Work with business partners
Communication Scope
Verbal communication; Interpersonal skills
Applying for this Relationship Banker role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about M&T Bank?
Real rants from real employees. Read before you apply.